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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,727 | $160,070-39.6% | $147,117-34.3% | $145,897-33.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.60% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,665 | $5,285-68.5% | $4,932-66.2% | $4,663-64.3% |
| Participant deferral / active EE | $16,104 | $8,419+91.3% | $8,065+99.7% | $6,689+140.7% |
| Admin fee / account holder | $2,273 | $15,035-84.9% | $12,993-82.5% | $13,390-83.0% |